GlobeNewswire Inc.T3·5mo ago
CODA Coda Octopus Group, Inc.
XNASStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
CODA
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Key stats
Related
About
- Industry (SIC)
- SEARCH, DETECTION, NAVIGATION, GUIDANCE, AERONAUTICAL SYS (3812) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 100
- List Date
- 1994-05-16
- CIK
- 0001334325
- Headquarters
- Orlando, FL
- Homepage
- https://www.codaoctopusgroup.com
Coda Octopus Group Inc develops underwater technologies and equipment for imaging, mapping defense, and survey applications. The company operates in three distinct business segments: the Marine Technology business, Acoustic Sensors and Material Business and the Defense Engineering Services Business. Its geographical segments are the Americas, Europe, Australia/Asia, and the Middle East/Africa. The majority of revenue is derived from the Products segment.
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -5.84% | -17.70% | 8.57% | -13.37% | 2.68% | 11.99% | -2.28% |
| Feb | 7.84% | -0.67% | -1.68% | 11.05% | -3.65% | 25.44% | 6.39% |
| Mar | 15.93% | 10.05% | 5.93% | -0.69% | -15.22% | -19.29% | -0.55% |
| Apr | -11.11% | -9.94% | 7.19% | 12.14% | 3.55% | -2.67% | -0.14% |
| May | 6.86% | -5.48% | 30.58% | -1.74% | 11.02% | 7.92% | 8.19% |
| Jun | -0.57% | -4.58% | -22.40% | -8.57% | 11.14% | -25.87% | -8.47% |
| Jul | 3.56% | -3.50% | 7.04% | 22.00% | -8.81% | 3.79% | 4.01% |
| Aug | 2.94% | 0.61% | -8.10% | -4.05% | 12.88% | -2.24% | 0.34% |
| Sep | -1.75% | 8.25% | -17.66% | 2.11% | 0.00% | 6.66% | -0.40% |
| Oct | -5.06% | 17.80% | 7.14% | 15.58% | 24.54% | -15.47% | 7.42% |
| Nov | -9.23% | -0.47% | -11.25% | 11.16% | -6.70% | -1.67%* | -3.03% |
| Dec | 6.67% | 6.36% | 0.75% | -14.52% | 5.68% | -- | 0.99% |
| Total | 7.05% | -4.23% | -4.70% | 26.35% | 35.46% | -20.59% | 6.56% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $9.32
SMA 50: $10.05
SMA 200: $11.15
Current: $8.83
EMA 12: $9.00
EMA 26: $9.44
MACD: -0.4371 | Signal: -0.0676
BEARISH
ADX (14): 33.12
TREND
+DI: 14.87
−DI: 27.45
Momentum Oscillators
RSI (14): 40.81
NEUTRAL
Stoch %K: 22.69
Stoch %D: 18.09
Williams %R: -53.70
Volume & Volatility
BB Upper: $10.35
BB Lower: $8.29
NEUTRAL
OBV: -981,150
Vol SMA 20: 93,513
Vol ROC: -37.79%
ATR: $0.46
True Range: $0.64
HV 20: 60.9%
HV 30: 52.7%
HV 60: 43.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-11T00:00:00 – 2026-11-09T00:00:00
AI Analysis
LLM Stock Analysis Report: CODA
Executive Summary:
BULLISH (Confidence Level: 6/10)
Key drivers: Positive earnings sentiment, increasing trend strength, and stable volatility.
Primary risks: High beta and volatility, potential for a pullback if the stock fails to meet earnings expectations.
Investment thesis: CODA is poised for continued growth as its technical indicators strengthen, and recent news sentiment remains positive. However, investors should be cautious of the stock's high beta and volatility.
Recent news sentiment impact: Positive earnings sentiment has driven the stock higher, with a majority of recent news headlines being neutral or positive in nature.
Technical Analysis:
Trend Direction: Short-term (1-4 weeks): Neutral to Bullish, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Bullish
Support/Resistance Levels:
- Lower support: $9.84 (Bollinger Band lower)
- Upper resistance: $10.51 (Bollinger Band upper)
Momentum Signals: RSI interpretation: Neutral (50.45) with no clear overbought or oversold signals. MACD signal: Bearish (Histogram -0.02), but the MACD is trending higher, indicating a potential bullish momentum shift. Bollinger Bands position: Neutral (squeeze)
Volume Analysis: Volume SMA 20: $68275.26, Volume Rate of Change: -49.77%. The stock's volume has been declining recently, which could be a sign of fatigue.
News & Sentiment Analysis:
Recent Headlines Summary: Positive earnings sentiment and neutral news headlines have driven the stock higher.
Sentiment Assessment: Neutral to Positive (60% positive, 40% neutral)
Catalyst Identification: Upcoming earnings conference calls on June 15, 2026, and March 17, 2026, could be potential catalysts for further price movements.
Market Narrative: News sentiment has been largely positive, which aligns with the stock's technical indicators and momentum signals.
Risk & Volatility Assessment:
Beta Interpretation: CODA is considered high-risk due to its beta value (1.22) relative to the SPY.
Volatility Regime: The stock's volatility is currently above average, indicating a higher-than-usual level of market uncertainty.
Options Market Signals: No options data available for analysis.
Downside Protection: Support levels are in place at $9.84, and investors may consider setting stop-loss levels around this price to manage risk.
Market Context & Positioning:
Sector Performance: CODA is a member of the Technology sector, which has been performing well recently.
Institutional Activity: No institutional activity data available for analysis.
Correlation Analysis: CODA has a relatively low correlation with the market (R-squared 0.25), indicating that its price movements are not strongly influenced by broader market trends.
Relative Valuation: The stock is trading within a range, with no clear signs of being overvalued or undervalued.
Key Levels & Action Items:
- Critical Price Level: $9.84 (Bollinger Band lower)
- Breakout/Breakdown Levels: $10.51 (Bollinger Band upper) and $11.02 (SMA 200)
- Time-Sensitive Catalysts: Upcoming earnings conference calls on June 15, 2026, and March 17, 2026
- Risk Management: Consider setting stop-loss levels around the support level of $9.84 to manage risk.
Note: This analysis is based on the provided data and should not be considered as personalized investment advice.
Generated
News
All CODA news →
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CODA Options Activity & IV Rank
Loading options activity...
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 1.4360
Alpha: -4.14%
Correlation: 0.3393
R-Squared: 11.5%
Stock Volatility: 58.2%
Market Volatility: 13.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own CODA
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.0M | #2308 of 3138 | +382.6% | 13F | |
| Citadel Hedge fund Ken Griffin | $160K | #5585 of 6285 | +0.7% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CODA Institutional Ownership (13F)
Filings for 2026-06-30 · 15 already for 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CODA Insider Trading (Form 4)
Latest: 2026-06-24Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-24 | Michael J. Hamilton | Director | Award (A) | +1,102 | — | EDGAR | |
| 2026-04-20 | John Steven Emerson | 10%+ Owner | Mixed Sell −86,254 · Gift −100,000 |
−186,254 | $14.95 | -$1.29M | EDGAR |
| 2026-04-10 | Gayle Michelle Jardine | Interim CFO | Sell (S) | −2,256 | $12.59 | -$28.4K | EDGAR |
| 2025-10-03 | Niels Sondergaard | 10%+ Owner | Sell (S) | −150,000 | $8.15 | -$1.22M | EDGAR |
| 2025-09-23 | Niels Sondergaard | 10%+ Owner | Sell (S) | −56,370 | $8.21 | -$462.9K | EDGAR |
| 2025-03-18 | Michael J. Hamilton | Director | Award (A) | +2,266 | — | EDGAR | |
| 2025-01-28 | Niels Sondergaard | 10%+ Owner | Buy (P) | +10,000 | — | EDGAR | |
| 2024-12-09 | John Steven Emerson | 10%+ Owner | Gift (G) | −17,000 | — | EDGAR | |
| 2024-08-12 | Michael J. Hamilton | Director | Award (A) | +2,508 | — | EDGAR | |
| 2023-10-10 | Annmarie Gayle | Chairman, CEO | Buy (P) | +16,500 | $5.99 | $98.8K | EDGAR |
| 2023-10-10 | Niels Sondergaard | 10%+ Owner | Buy (P) | +16,500 | $5.99 | $98.8K | EDGAR |
| 2023-09-29 | Niels Sondergaard | 10%+ Owner | Buy (P) | +16,580 | $6.03 | $100.0K | EDGAR |
| 2023-09-29 | Annmarie Gayle | Chairman, CEO | Buy (P) | +16,580 | $6.03 | $100.0K | EDGAR |
| 2023-09-29 | John Steven Emerson | 10%+ Owner | Buy (P) | +150,000 | $6.03 | $904.4K | EDGAR |
| 2023-09-29 | G Tyler Runnels | Director | Sell (S) | −250,000 | $6.03 | -$1.51M | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
CODA Insider Holdings
4 insiders · @ $8.83
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Niels Sondergaard | 10%+ Owner | 2,045,211 | $18.06M | -$2.17M | 8 | 2025-10-03 |
| 2 | John Steven Emerson | 10%+ Owner | 671,668 | $5.93M | -$842.80M | 10 | 2026-04-20 |
| 3 | Michael J. Hamilton | Director | 6,635 | $58.6K | -$32.5K | 4 | 2026-06-24 |
| 4 | Gayle Michelle Jardine | Interim CFO | 2,500 | $22.1K | -$28.4K | 1 | 2026-04-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
CODA Board & Officers
As of SEC filings through Sep 17, 2026Directors 6
- Michael J. Hamilton · since Jun 7, 2010
- Annmarie Gayle · since Apr 18, 2017
- Robert Ronald Harcourt · since Jun 26, 2023
- Gwenael Jerome ROUY-POIRIER · since Apr 15, 2024
- Stephen Nathaniel Hemedes · since Sep 8, 2026
- Tal Goldhamer · since Sep 8, 2026
Officers 1
- Mark (NMN) Kelly · Chief Financial Officer · since Aug 3, 2026
10% owners 1
- Niels Sondergaard · since Apr 18, 2017
Changes in the last 10 years (46)
| Sep 8, 2026 | Tal Goldhamer became a director |
| Sep 8, 2026 | Stephen Nathaniel Hemedes became a director |
| Aug 3, 2026 | Mark (NMN) Kelly became Chief Financial Officer |
| Jul 1, 2026 | The company announced the departure of Gayle Michelle Jardine as Interim CFO. in an SEC filing |
| Apr 20, 2026 | John Steven Emerson reported in an SEC filing no longer being a 10% owner |
| Jul 1, 2024 | Angus Gordon McFadzean became a director |
| Apr 15, 2024 | Gwenael Jerome ROUY-POIRIER became a director |
| Feb 12, 2024 | The company announced the departure of John C Price as Chief Financial Officer. in an SEC filing |
| Nov 27, 2023 | John C Price became Chief Financial Officer. |
| Jul 5, 2023 | Mary Losty reported in an SEC filing no longer being a director |
| Jul 3, 2023 | Joseph Charles Plumb reported in an SEC filing no longer being a director |
| Jun 26, 2023 | Robert Ronald Harcourt became a director |
| Jun 26, 2023 | Anthony Jean Tata became a director |
| May 4, 2023 | Gayle Michelle Jardine became Interim CFO. |
| May 1, 2023 | The company announced the departure of Nathan William Parker as Chief Financial Officer. in an SEC filing |
| Jun 13, 2022 | Nathan William Parker became Chief Financial Officer. |
| May 24, 2022 | The company announced the departure of Michael Midgley as CFO in an SEC filing |
| Jul 6, 2021 | Kevin James Kane became CEO Coda Octopus Colmek, Inc. |
| Apr 8, 2021 | Annmarie Gayle listed as Chairman, CEO (previously Chief Executive Officer) in SEC filings |
| Nov 25, 2020 | Michael Midgley listed as CFO (previously Acting Chief Financial Officer) in SEC filings |
| Jul 22, 2020 | Bryan Ezralow reported in an SEC filing no longer being a 10% owner |
| Jul 22, 2020 | Bryan Ezralow 1994 Trust dated December 22, 1994 reported in an SEC filing no longer being a 10% owner |
| Jul 15, 2020 | Annmarie Gayle first listed as a 10% owner in an SEC filing |
| Feb 27, 2020 | John Steven Emerson first listed as a 10% owner in an SEC filing |
| Sep 10, 2019 | Joseph Charles Plumb became a director |
| Jun 19, 2019 | Hills BV Sandy reported in an SEC filing no longer being a 10% owner |
| Jun 19, 2019 | FH Fentener Drs. van Vlissingen reported in an SEC filing no longer being a 10% owner |
| May 20, 2019 | John Steven Emerson reported in an SEC filing no longer being a 10% owner |
| Dec 14, 2018 | Forest Manor N.V. reported in an SEC filing no longer being a 10% owner |
| Dec 12, 2018 | Hills BV Sandy became a 10% owner |
| Nov 2, 2018 | G Tyler Runnels first listed as a director in an SEC filing |
| Feb 5, 2018 | Forest Manor N.V. became a 10% owner |
| Feb 5, 2018 | FH Fentener Drs. van Vlissingen became a 10% owner |
| Jul 11, 2017 | Mary Losty became a director |
| Jun 2, 2017 | Nina Hoque became a director |
| May 29, 2017 | Per Wimmer became a director |
| Apr 18, 2017 | Niels Sondergaard became a 10% owner |
| Apr 18, 2017 | Michael Midgley became Acting Chief Financial Officer |
| Apr 18, 2017 | John Steven Emerson became a 10% owner |
| Apr 18, 2017 | G Tyler Runnels became a 10% owner |
| Apr 18, 2017 | Francis D. Rogers became a director |
| Apr 18, 2017 | Bryan Ezralow became a 10% owner |
| Apr 18, 2017 | Bryan Ezralow 1994 Trust dated December 22, 1994 became a 10% owner |
| Apr 18, 2017 | Blair Graeme Cunningham listed as President of Technology (previously Chief Technology Officer) in SEC filings |
| Apr 18, 2017 | Annmarie Gayle became a director |
| Apr 18, 2017 | Annmarie Gayle became Chief Executive Officer |
Not reported recently (8)
- G Tyler Runnels · Last reported as a director in an SEC filing dated Sep 4, 2024
- Anthony Jean Tata · Last reported as a director in an SEC filing dated Sep 4, 2024
- Angus Gordon McFadzean · Last reported as a director in an SEC filing dated Sep 4, 2024
- Blair Graeme Cunningham · Last reported as President of Technology in an SEC filing dated Jun 6, 2023
- Kevin James Kane · Last reported as CEO Coda Octopus Colmek, Inc. in an SEC filing dated Jul 16, 2021
- Nina Hoque · Last reported as a director in an SEC filing dated Jun 14, 2017
- Per Wimmer · Last reported as a director in an SEC filing dated Jun 12, 2017
- Francis D. Rogers · Last reported as a director in an SEC filing dated Apr 18, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
CODA Proposed Insider Sales (Form 144)
Latest: 2023-04-21
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2023-04-21 | Blair Cunningham | Officer | 10,679 | $85.0K | 2023-04-21 | T.R. Winston&Company, LLC. | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-09-14
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
15 ETFs hold CODA
15 shown · $3.91M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.8M | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $667,717 | — | 2026-09-30 |
| 3 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.08% | $486,820 | — | 2026-06-30 |
| 4 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $289,183 | — | 2026-11-05 |
| 5 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $197,559 | — | 2026-11-05 |
| 6 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $138,527 | $1.2B | 2026-11-06 |
| 7 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $99,817 | — | 2026-11-05 |
| 8 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $82,289 | — | 2026-11-05 |
| 9 | SQLV Royce Quant Small-Cap Quality Value ETF | Franklin | 0.15% | $58,314 | $38.9M | 2026-11-05 |
| 10 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.00% | $41,615 | — | 2026-11-05 |
| 11 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $24,916 | — | 2026-11-05 |
| 12 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $20,896 | $3.2B | 2026-11-05 |
| 13 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $16,530 | $20.9B | 2026-11-05 |
| 14 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $10,645 | — | 2026-11-05 |
| 15 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $32 | $2.3B | 2026-11-05 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
CODA vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| GDDY GoDaddy Inc | $13.9B | 15.3 | +6.4% | −5.7% | 13 |
| OSCR Oscar Health, Inc. | $9.5B | — | +32.3% | +114.7% | 4 |
| SM SM Energy Company | $7.0B | 7.1 | +99.6% | +52.1% | 24 |
| QLYS Qualys, Inc. Common Stock | $6.6B | 35.0 | +10.4% | +54.5% | 90 |
| HRB H&R Block, Inc. | $6.5B | 9.1 | +5.4% | +19.6% | 86 |
| CRGY Crescent Energy Company | $4.7B | — | +33.5% | +29.0% | 33 |
| TPC Tutor Perini Corporation | $4.7B | 35.9 | +22.6% | +36.6% | 1 |
| DXC DXC Technology Company | $2.3B | 22.3 | −2.8% | +7.8% | 38 |
| CODA Coda Octopus Group, Inc. Common stock | $94M | — | — | −7.2% | — |
| Peer median | $6.5B | 18.8 | +16.5% | +32.8% | 28 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.